Chilton Trust
Investor Relations Associate
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Firm Description
Chilton Investment Company, Inc. is an investment management firm headquartered in Stamford, Connecticut with offices in New York, Connecticut and London. Its affiliate, Chilton Trust Company, is a wealth management firm and national trust company with offices in New York, Connecticut, North Carolina, Florida and Delaware. Chairman, Richard L. Chilton, Jr. formed Chilton in 1992 to manage his diversified and concentrated flagship investment strategies. In 2010, the firm launched a private wealth management firm offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services.
Our mission is to provide our clients with a portfolio of products that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership
We are currently seeking an individual to join our investor relations team supporting our institutional clients. The position is located in the New York City location.
Position Description
Candidate Description:
Chilton Investment Company, Inc. is an investment management firm headquartered in Stamford, Connecticut with offices in New York, Connecticut and London. Its affiliate, Chilton Trust Company, is a wealth management firm and national trust company with offices in New York, Connecticut, North Carolina, Florida and Delaware. Chairman, Richard L. Chilton, Jr. formed Chilton in 1992 to manage his diversified and concentrated flagship investment strategies. In 2010, the firm launched a private wealth management firm offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services.
Our mission is to provide our clients with a portfolio of products that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership
We are currently seeking an individual to join our investor relations team supporting our institutional clients. The position is located in the New York City location.
Position Description
- Serve as a liaison between our investors and the investment team, assisting with investor inquiries and ensuring that all inquiries raised are dealt with in a complete, timely and accurate manner.
- Manage due diligence inquiries of our investment strategies, operations, accounting, legal and compliance procedures.
- Create and foster a network of potential institutional investors.
- Conduct risk management on our investment strategies. Analyze the liquidity, beta, correlations and profit and loss attribution for the portfolio on a stock, industry and sector level.
- Produce and update investor presentations on a monthly and ad hoc basis.
- Maintain contact information in and run reports from the CRM database.
- Perform industry research, coordinate submission of performance to different databases and assist in RFP completion.
- Assist in the on-boarding of new clients, maintaining close interaction with Legal.
- Produce monthly client performance statements.
Candidate Description:
- Bachelor’s Degree; CFA designation a plus.
- At least five years of work experience in investor relations, client service or investment sales support within an asset management firm.
- Exceptional problem-solving skills, organizational skills, attention to urgency and detail, and deadline-oriented.
- Solid understanding of investment products and markets.
- Clear and concise oral and written communication skills with a client-first mindset.
- Able to work successfully both independently and in a team environment.
- Highly proficient in Microsoft Office Suite; familiarity with Bloomberg and eVestment a plus.
Chilton Trust New York, New York, USA Office
300 Park Avenue, New York, NY, United States, 10022
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